Marcum Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $385K | Sell |
6,988
-190
| -3% | -$10.5K | 0.03% | 233 |
|
|
2024
Q4 | $398K | Sell |
7,178
-463
| -6% | -$25.7K | 0.03% | 225 |
|
|
2024
Q3 | $467K | Sell |
7,641
-95
| -1% | -$5.81K | 0.04% | 210 |
|
|
2024
Q2 | $458K | Sell |
7,736
-237
| -3% | -$14K | 0.05% | 211 |
|
|
2024
Q1 | $459K | Buy |
+7,973
| New | +$459K | 0.05% | 204 |
|
|
2023
Q4 | – | Sell |
-4,067
| Closed | -$203K | – | 392 |
|
|
2023
Q3 | $203K | Sell |
4,067
-995
| -20% | -$49.6K | 0.02% | 319 |
|
|
2023
Q2 | $263K | Sell |
5,062
-125
| -2% | -$6.5K | 0.03% | 274 |
|
|
2023
Q1 | $256K | Buy |
5,187
+590
| +13% | +$29.1K | 0.03% | 277 |
|
|
2022
Q4 | $218K | Sell |
4,597
-771
| -14% | -$36.6K | 0.03% | 295 |
|
|
2022
Q3 | $238K | Sell |
5,368
-25
| -0.5% | -$1.11K | 0.04% | 271 |
|
|
2022
Q2 | $258K | Sell |
5,393
-21
| -0.4% | -$1.01K | 0.04% | 259 |
|
|
2022
Q1 | $315K | Hold |
5,414
| – | – | 0.04% | 235 |
|
|
2021
Q4 | $328K | Buy |
+5,414
| New | +$328K | 0.05% | 231 |
|